Congress Wealth Management LLC Vanguard Russell 2000 Value Et Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 56,168 shares of VTWV stock, worth $8.33 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
56,168
Previous 56,181
0.02%
Holding current value
$8.33 Million
Previous $7.86 Million
4.14%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VTWV
# of Institutions
153Shares Held
2.37MCall Options Held
2KPut Options Held
500-
Bank Of America Corp Charlotte, NC477KShares$70.7 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ153KShares$22.7 Million0.09% of portfolio
-
Morgan Stanley New York, NY119KShares$17.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN107KShares$15.8 Million0.0% of portfolio
-
Bragg Financial Advisors, Inc Charlotte, NC88.8KShares$13.2 Million0.54% of portfolio